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IPKW - AI Analysis
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Invesco International BuyBack Achievers ETF (IPKW)
Rating:61Neutral
Price Target:
$54.00
Positive Factors
Strong Top Holdings
Several key holdings, such as UniCredit SpA and DBS Group Holdings, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Global Diversification
The ETF provides exposure to multiple countries, including the UK, Japan, and Singapore, reducing reliance on any single market.
Healthy Sector Allocation
The fund is well-diversified across sectors, with significant exposure to Financials, Consumer Cyclical, and Energy, which can balance risks and opportunities.
Negative Factors
High Financial Sector Concentration
Over 36% of the portfolio is allocated to Financials, making the fund vulnerable to sector-specific downturns.
Mixed Short-Term Performance
The ETF has shown weak one-month performance, which may concern investors looking for consistent short-term gains.
Moderate Expense Ratio
The fund’s expense ratio of 0.55% is higher than some low-cost ETFs, potentially reducing net returns for investors.
IPKW vs. SPDR S&P 500 ETF (SPY)
AUM404.35M
RegionGlobal Ex-U.S.
Expense Ratio0.55%
Beta0.69
IssuerInvesco
Inception DateFeb 27, 2014
Dividend Yield3.33%
Asset ClassEquity
Index TrackedNASDAQ International BuyBack Achievers Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume38,569
30 Day Avg. Volume56,441
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
58.41Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering152
IPKW Summary
The Invesco International BuyBack Achievers ETF (IPKW) is an investment fund that focuses on international companies that actively buy back their own shares, which can be a sign of strong financial health and confidence. It tracks the NASDAQ International BuyBack Achievers Index and includes companies from various countries like the UK, Japan, and Singapore. Some of its top holdings are well-known names like HSBC Holdings and Shell. This ETF is a good option for investors looking to diversify their portfolio globally while benefiting from companies committed to increasing shareholder value. However, it’s important to note that the fund’s performance can be affected by global market fluctuations and economic conditions in the countries it invests in.
How much will it cost me?The Invesco International BuyBack Achievers ETF (IPKW) has an expense ratio of 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on companies with specific buyback strategies rather than passively tracking a broad index.
What would affect this ETF?The ETF's focus on international companies with strong share buyback programs could benefit from global economic growth and increased corporate profitability, particularly in sectors like financials and energy, which have significant weight in the fund. However, potential risks include rising interest rates or regulatory changes in key regions, which could impact the financial sector and overall corporate buyback activity. Additionally, fluctuations in commodity prices or geopolitical tensions could negatively affect energy and other globally exposed sectors.
IPKW Top 10 Holdings
The Invesco International BuyBack Achievers ETF (IPKW) leans heavily into financials, with names like DBS Group Holdings and UniCredit SpA driving much of its performance. DBS has been steady, buoyed by strong revenue growth and efficient cash management, while UniCredit’s rising momentum is supported by upgraded earnings guidance and an attractive dividend yield. However, HSBC and ING Groep have been lagging recently, facing challenges in specific markets and operational issues. Energy names like Shell and BP add a touch of stability, but the fund’s concentration in financials makes it sensitive to sector-specific headwinds. With its global ex-U.S. focus, IPKW offers a diversified yet thematic approach for investors seeking international exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| DBS Group Holdings | 5.43% | $21.73M | S$152.94B | 33.96% | 78 Outperform | |
| HSBC Holdings | 5.36% | $21.44M | £182.93B | 49.86% | 79 Outperform | |
| UniCredit SpA | 5.13% | $20.54M | €99.74B | 65.68% | 75 Outperform | |
| Shell (UK) | 4.95% | $19.82M | £163.95B | 10.41% | 77 Outperform | |
| BP p.l.c. | 4.01% | $16.06M | £67.93B | 16.95% | 57 Neutral | |
| Barclays | 3.28% | $13.11M | £56.60B | 69.16% | 77 Outperform | |
| Lloyds Banking | 3.03% | $12.13M | £52.56B | 63.69% | 73 Outperform | |
| National Grid | 2.91% | $11.66M | £56.56B | 15.48% | 71 Outperform | |
| ING GROEP | 2.64% | $10.56M | €64.72B | 38.61% | 63 Neutral | |
| Mercedes-Benz Group | 2.57% | $10.29M | €54.12B | 6.83% | 73 Outperform |
IPKW Technical Analysis
Positive
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Price Trends
52.22
Positive
50.79
Positive
47.42
Positive
Market Momentum
0.15
Negative
54.22
Neutral
72.63
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IPKW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 52.20, equal to the 50-day MA of 52.22, and equal to the 200-day MA of 47.42, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 54.22 is Neutral, neither overbought nor oversold. The STOCH value of 72.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IPKW.
IPKW Peer Comparison
Comparison Results
Performance Comparison
IPKW
Invesco International BuyBack Achievers ETF
52.57
12.12
29.96%
APIE
ActivePassive International Equity ETF
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PID
Invesco International Dividend Achievers ETF
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CGIC
Capital Group International Core Equity ETF
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WCMI
First Trust WCM International Equity ETF
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MFSI
MFS Active International ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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